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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,299 | $51,207+414.2% | $70,565+273.1% | $75,177+250.2% |
| Participation rate | 84.6% | 61.0%+23.7pp | 68.4%+16.3pp | 67.2%+17.4pp |
| Annual return | 17.09% | 30.05%-13.0pp | 32.79%-15.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $22,363 | $1,826+1124.3% | $2,976+651.5% | $2,671+737.2% |
| Participant deferral / active EE | $18,676 | $2,850+555.3% | $4,568+308.8% | $4,126+352.6% |
| Admin fee / account holder | $63,011 | $4,097+1437.8% | $6,430+880.0% | $5,651+1015.0% |